Name: Hyperion Planning 9.3: Create and Manage Applications
Course Code: ORHY50751
Duration: 5
Scheduled Dates for ORHY50751
This course is designed to teach you how to create and administer applications using the Planning software. You learn how to create applications, add dimensions and members, import members, load data, set up security, create data forms, set up task lists, set up calculations, and move a plan through the planning cycle. You also access data offline and analyze plan data. Exercises and a case study provide hands-on practice.
This course will assist in preparation for the Hyperion Certification exam Hyperion Planning 9.3 Administrator I to earn your Hyperion Planning 9.3 Administrator Certified Associate.
Key Topics
- Planning Overview
- Hyperion Business Performance Management
- Planning Architecture
- Planning and Analytic Services
- Navigating Workspace
- Launching Workspace
- Workspace User Interface
- Workspace Navigate Menu
- Opening Applications
- Navigating in Planning
- Creating Dimensions and Managing Dimensions with BPM Architect
- Planning Dimensions
- Required and User-Defined Dimensions
- Dense and Sparse Dimensions
- Selecting Aggregation, Data Storage, and Calculation Options
- Adding Dimensions to Master View
- Creating and Managing Members
- Creating Aliases and Adding Currencies
- Creating Associations Between Dimensions
- Setting Up Period, Scenario, and Version Dimensions
- Time Periods Overview
- Period and Year Dimensions
- Choosing How Data is Stored
- Scenario Dimension
- Creating Scenarios
- Version Dimension
- Creating Versions
- Setting Up the Entity Dimension
- Entity Members and Plan Types
- Identifying the Currency Value for Entities
- Adding and Modifying Entities
- Saving Dimensions
- Deleting Entities
- Setting Up the Account Dimension and Creating User-Defined Elements
- Account Types
- Creating Account Hierarchies
- User-Defined Dimensions
- Creating Attributes
- Assigning Attribute Values
- Member Formulas Overview
- Smart Lists Overview
- Creating Smart Lists
- Loading Metadata from a File
- Metadata Load Files
- Loading Metadata Process
- Loading Metadata from Interface Tables
- Working with Application Views
- Creating Application Views
- Configuring Application Settings
- Removing Dimensions
- Setting Up Dimension Associations
- Deploying Applications
- Deploying Applications Overview
- Deployment Process
- Validating, Comparing and Deploying Application Views
- Choosing Performance Settings
- Dimension Order
- Creating Analytic Services Databases
- Reviewing Planning Outlines
- Redeploying Applications
- Setting Up Exchange Rates
- Currencies and Exchange Rates
- Exchange Rates Tables Overview
- Creating Exchange Rate Tables
- Exchange Rates and the HSP_Rates Dimension
- Generating Currency Conversion Calculation Scripts
- Loading Data and Calculating Data Overview
- Loading Data
- Data Calculation Overview
- Loading Data Using Analytic Administration Services
- Creating Data Load Rules
- Interface Tables
- Provisioning Users and Groups
- Planning Security Overview
- User and Group Provisioning Overview
- Provisioning Users and Groups
- Provisioning Offline Planning Users
- Generating Provisioning Reports
- Setting Up Access Rights to Planning Applications
- Assigning Access Rights
- Importing Security Overview
- Creating the Secfile.txt File
- Importing Access Rights
- Creating Security Filters
- Creating Data Forms and Folders
- Data Forms and Folders Overview
- Data Form Elements
- Creating Folder Structures for Data Forms
- Data Form Requirements
- Composite Data Forms
- Printing Data Form Definition Reports
- Assigning Access Rights to Data Forms
- Customizing Data Forms and Entering Data
- Exporting and Importing Data Forms
- Advanced Settings
- Managing User Variables
- Setting Up User Preferences
- Submitting Data in Data Forms
- Adjusting and Annotating Plan Data
- Entering Data with Smart Lists
- Navigating Data Forms with Menus
- Entering Data Using Smart View
- Smart View Overview
- Planning and Smart View
- Offline Planning Overview
- Taking Data Forms Offline
- Creating Business Rules
- Business Rules Overview
- Navigating Business Rules
- Business Rules Creation Process
- Launching Business Rules
- Printing Business Rules
- Adding Runtime Prompts for Business Rules
- Adding Formulas to Business Rules
- Business Rules Formula Overview
- Building Formulas for Business Rules
- Specifying Data Conditions
- Managing Business Rules
- Hyperion System 9 Planning Process Management
- Process Management Overview
- Planning Units
- Managing the Review Cycle for Planning Units
- Copying Data Between Versions
- Copying Data
- Creating Task Lists
- Task Lists Overview
- Navigating Task Lists
- Task List Creation Process
- Working with Task List Folders
- Building Task Lists
- Assigning Access to Task Lists
- Validating Task Lists
- Reporting on Task Lists
- Financial Reporting Overview
- Financial Reporting Features
- Data Sources for Financial Reporting
- Financial Reporting Studio
- Working with Financial Reporting Studio
- Navigating Reports in Workspace
- Workspace Overview
- Setting Preferences
- Browsing the Repository
- Searching for Items
- Previewing Reports
- Changing Page Members
- Printing Reports and Snapshots
- Integrating Reports into Microsoft Office Applications
Objectives
- Create Planning applications
- Load data into Planning applications
- Set up security for users, groups, and members
- Create data forms and enter data
- Set up and test business rules
- Review budget data by using process management
- Analyze planning results in Financial Reporting
Required Skills/Experience
- Basic Microsoft Windows skills
- Basic Microsoft Excel or Lotus 1-2-3 skills
- Basic knowledge of planning and budgeting
- Working knowledge of Analytic Services recommended
Fee: $3,750.00
Course Schedule:
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